Financial Services Advisor

Company OverviewIn a culture that values meaningful work, professional development, and flexible work arrangements, Compeer Financial offers a unique opportunity for individuals to thrive in their careers. As a member-owned cooperative serving Illinois, Minnesota, and Wisconsin, we bring together team members from diverse backgrounds to provide financial...

ResponsibilitiesThe selected candidate will be responsible for managing the delivery of tax and accounting products and services, promoting and marketing these offerings to clients and eligible prospects. Specific tasks will include preparing income tax returns, payroll tax forms, and related reports. Additionally, this individual will participate in ongoing...

Job DescriptionWe are seeking a Relationship Building Professional to join our team as a Member Services Specialist. This individual will be responsible for building strong relationships with bank customers and providing exceptional service to meet their needs.Key Responsibilities:Manage customer cash transactions by accepting checks for cashing, verifying...

At Edward Jones, we're seeking a highly skilled and dedicated individual to join our team as a Branch Office Administrator. As a key member of the branch team, you'll play a critical role in building strong relationships with clients, identifying opportunities to create efficiency, and working independently to manage multiple priorities in a deadline-driven...

National Exchange Bank & Trust is a trusted business partner, employer, and community member.We are committed to fostering an inclusive environment of growth and development.As a Customer Service Representative, you will create a difference in the lives of our customers every single day.You will be responsible for completing account transactions, offering...

Sales Position OverviewThis Sales Representative role involves developing and maintaining strong relationships with business owners and employees, ensuring their needs are met and they feel supported. As a trusted advisor, you will provide solutions that help clients achieve their goals, while also making a positive impact in the community.Main...

Fondy Powersports is a leading motorcycle dealership seeking an experienced Finance and Insurance (F&I) expert to drive sales growth and provide exceptional customer service. As F&I Finance Manager, you will play a crucial role in our team by reviewing credit applications, presenting financing options, and preparing delivery documentation.Key...

Company OverviewAt Edward Jones, we believe that people come first. We are a privately-owned financial services firm with over 19,000 financial advisors across the U.S. and Canada.

In this critical role, the F&I Finance Manager at Fondy Powersports will be responsible for delivering exceptional customer experiences while driving business growth. Key responsibilities include determining customers' finance needs, presenting relevant products and services, and ensuring timely deal funding.Key Performance Indicators:Fundamental...

About the RoleThis is an exciting opportunity to become a key point of contact for our customers, addressing inquiries, resolving issues, and ensuring customer satisfaction. Your skills in communication, problem-solving, and attention to detail will make you an invaluable asset to our team.As a Customer Service Representative, you will:Respond to customer...

Company OverviewJackson Hewitt - FMX is a leading provider of tax preparation and other financial services. Our team is dedicated to delivering exceptional client experiences and building strong relationships with our customers.

About the Job:We are looking for a Customer Service and Operations Expert to join our Front End Service team. In this role, you will be responsible for delivering exceptional customer experiences, processing returns and refunds, and handling financial transactions with precision and speed.Key Responsibilities:Provide top-notch customer service, responding to...

Job Overview:As a Front End Service Representative at Walmart, you will play a critical role in ensuring that customers receive exceptional service and support. Your primary responsibilities will include processing returns and refunds, handling financial transactions, and providing accurate information to customers.Key Responsibilities:Process returns and...

**About Catholic Charities**Catholic Charities is a leading provider of social services, committed to transforming lives since 1920. Our mission is to offer compassionate, high-quality support to those in need, regardless of faith or background.Our Outreach & Case Management Program empowers clients to become self-sufficient by helping them prioritize their...

We are proud to offer a dynamic and supportive work environment at Res-Care, Inc. As a Director of Hospice Services, you will play a critical role in providing exceptional care to our patients and their families. Your leadership skills and expertise will guide our team in delivering high-quality services that meet the needs of our community.About the JobThis...

Company Overview">Holiday Automotive is an award-winning, family-owned company renowned for its upbeat employees who embody a culture of exceptional customer outcomes. Our business thrives on an environment that empowers individuals, recognizes performance, and encourages a healthy work-life balance.Job DescriptionWe are seeking an experienced Automotive...

Job OverviewNational Exchange Bank & Trust is an independent, family-owned bank with a strong presence in Southeastern Wisconsin. Founded in 1933, we have established ourselves as a trusted business partner, employer, and community member.We offer a flexible, friendly, and family-oriented work environment that fosters growth and development. Our employees...

About National Exchange Bank & TrustWe are an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. Founded in 1933, we are a trusted business partner, employer, and community member.Job OverviewThis is a challenging and rewarding role as a Customer Service Representative at National Exchange Bank & Trust. You will have the...

About the JobThis role plays a critical part in delivering tax planning, preparation services, and signing client tax returns. Key responsibilities include performing tax projections, developing strategic tax plans, and providing consulting services on various tax-related issues. The ideal candidate will possess advanced knowledge of tax and accounting...

National Exchange Bank & Trust is an independent, family-owned bank with big bank abilities, serving Southeastern Wisconsin. We are seeking a highly skilled Deposit Operations Specialist to join our team.About the PositionThis is a full-time position that offers a competitive salary of $55,000 per year. The successful candidate will be responsible for...